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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Dentist Advisors (swap one in):+ Benedict Financial Advisors, Inc. $529.4M · Atlanta, GA+ Navigate Private Wealth, LLC $529.2M · Draper, UT+ Tingey Advisors Inc $477.7M · Salt Lake City, UT+ Coign Capital Advisors LLC $472.9M · Draper, UT
Salt Lake City, UT
Tulsa, OK
Maryville, IL
Assets under management$504M$529.4M$478.7M
Asset growth, last 2 years+31%+35%+98%
Advisory staff942
Individual clients752370221
Assets per client$670K$1.4M$2.2M
Clients per advisor8493111
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201920182021
Tools in their stack426
People on Advicer.bio852

From each firm's latest Form ADV (Jun 2026, Aug 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolDentist AdvisorsCouncil Oak Wealth AdvisorsMeredith Wealth Planning
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dentist Advisors: Schwab · Council Oak Wealth Advisors: Raymond James, Schwab · Meredith Wealth Planning: Schwab